Westside Investment Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Westside Investment Management’s Portfolio TBF Stock Details TBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-600	Closed	-$9	–	678
2020 Q3	$9	Hold	600	–	–	﹤0.01%	507
2020 Q2	$9	Hold	600	–	–	﹤0.01%	488
2020 Q1	$9	Buy	+600	New	+$10.6K	﹤0.01%	485
2019 Q2	$12	Buy	+600	New	+$12.8K	﹤0.01%	451
2018 Q4	$13.4K	Sell	600 -1,150	-66%	-$27.2K	﹤0.01%	420
2018 Q3	$45.4K	Buy	1,750 +1,150	+192%	+$26.4K	0.01%	269
2018 Q2	$13.6K	Hold	600	–	–	﹤0.01%	493
2018 Q1	$13.6K	Hold	600	–	–	0.01%	468
2017 Q4	$13.3K	Hold	600	–	–	0.01%	503
2017 Q3	$13.5K	Hold	600	–	–	0.01%	477
2017 Q2	$13.7K	Hold	600	–	–	0.01%	462
2017 Q1	$14K	Sell	600 -1,150	-66%	-$27.2K	0.01%	421
2016 Q4	$55.4K	Buy	+1,750	New	+$40.2K	0.04%	181

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Westside Investment Management's TBF Position: Q4 2020 in Review

Westside Investment Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2020, closing a stake of 600 shares — an estimated $9 sold.

Westside Investment Management first reported a position in TBF in Q4 2016 and held it in 13 quarters. The position peaked at $55.4K in Q4 2016. 54 funds tracked by Wall St. Rank hold TBF as of Q4 2020.

Westside Investment Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2020 after selling out during the quarter.
Westside Investment Management sold 600 ProShares Short 20+ Year Treasury ETF shares in Q4 2020, an estimated $9.
Westside Investment Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2016 and held it in 13 quarters.
Westside Investment Management's ProShares Short 20+ Year Treasury ETF position peaked at $55.4K in Q4 2016.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.